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Phoenix Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Phoenix Wealth Advisors’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,188
Closed -$24K – 294
2021
Q3 		$24K Hold
1,188
– – 0.02% 249
2021
Q2 		$24K Hold
1,188
– – 0.02% 243
2021
Q1 		$24K Hold
1,188
– – 0.02% 245
2020
Q4 		$21K Buy
+1,188
New +$19.3K 0.02% 250

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Phoenix Wealth Advisors's PEY Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2021, closing a stake of 1,188 shares — an estimated $24K sold.

Phoenix Wealth Advisors first reported a position in PEY in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 155 funds tracked by Wall St. Rank hold PEY as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,188 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2021, an estimated $24K.
  • Phoenix Wealth Advisors first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Invesco High Yield Equity Dividend Achievers ETF position peaked at $24K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.